Technology Product DemonstrationsYour Digital Office. Your Online Advantage. You deserve a company whose dedication to technology allows you to become more efficient, productive and profitable. Securities America stands ready to meet and exceed your expectations with a wide array of technology tools. Click any of the links below to view a demonstration and learn more about how our dynamic technology solutions can help you and your office gain the online advantage needed to compete in the new digital economy. ► Account Manager - the command center for managing accounts ► Account Update - an automated forms population tool ► Albridge Wealth Reporting - web-based consolidated performance reporting application ► Calendar / Task Manager - inter-office tool to keep track of appointments, tasks, etc. ► Daily e*Star Messages - keep up to date with daily information delivered to your inbox ► Dashboard - customizable opening page which presents a summary of your business ► e*Office Web Mail - our secure communication platform ► FastForms - reduce errors and increase efficiency with this speedy forms tool ► Fee-Based Tools - analysis, trading, reporting, order entry, portfolio management ► Managed Opportunities - fee-based wrap account allowing third party money management ► Management Reports - dozens of reports at your fingertips ► MyStreetscape - the client access portal to National Financial accounts ► My Website - an easy-to-implement website building system ► Non-Brokerage Order Entry - conduct your direct sponsor company business ► NetExchange Client - the client access portal to Pershing accounts ► NetX360 - the advisor access portal to Pershing accounts ► Office Administration Tools - configure permissions, staff access, reports, etc. ► Planning Tools - integrated online service for financial planning and asset allocation ► SAI Vault - online paperless storage solution ► Status System - real-time access to view account set-up process ► Supervision Tools - a variety to tools to help save time with compliance tasks ► Wealth Check - dynamic account aggregation tools Click below for more in-depth information on: ► System Requirements |
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| Doreen Griffith, Senior VP and Chief Information Officer |